It’s not what WE do. It’s what we help YOU do

A Catalyst for Generational Well-Being

Areas of expertise

Family System Consulting & Coaching

We consult and coach families as they navigate changes and planning within their Family Enterprise. Our human-focused facilitation process considers exploration of the “why, what and how” across each of the many parts and the whole, and is best suited for families that are looking for strategic guidance in the context of significant structural and relational complexity.

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Family Enterprise Management

We serve as the Central Administrative Office for a select group of families coordinating all functions of the Family Enterprise. Our strategic framing ability, project management disciplines and advisor coordination processes provide confidence files are stored accurately, aggregated reporting is up to date and accurate, advisors are collaborating and applying each Family’s values and follow through on tasks is accountable. 

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Complex Family Readiness

Advisors partner with us based on our unique experience within and across the family enterprise ecosystem.  Our coaching services with Advisors enrich their client and prospect engagements, direct strategic priorities, inform thought leadership, set training initiatives, and support event programming. We are also brought in directly to Consult clients as an extension of their team.

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Our Model

RayLign understands that helping a family function is essential to long-term well being, recognizing the dynamic within families can profoundly affect their relationships, business and associated interactions for good or bad.

Since our inception in 2004, we have developed a comprehensive framework designed to empower families with various forms of shared ownership - whether it be operating businesses, family offices, trusts, foundations, or investment partnerships - to overcome the challenges of uncertainty and relational tension, paving the way for long-term continuity and success across generations.

This Well-Being framework serves as the bedrock of our approach, fostering an environment conducive to building and maintaining positive, enduring relationships between families and their trusted advisors in the realm of family enterprise management.

Challenge to Opportunity

Clarify Directional Uncertainty

Resolve Relational Tension

Ensure Advisor Compatibility

Drive Family System Accountability

  • The key to the success of our iterative facilitation process is creating an environment that fosters safety and open interaction.

  • We help families resolve relational tension through our efforts to model empathic leadership, provide intimate engagement, and facilitate thoughtfully designed family gatherings

  • We have deep experience from decades working closely with all sides of the conversation: family members, fiduciaries, staff, advisors and family dynamics facilitators.

  • We drive accountability across the entire family system to support positive forward progress and early issue identification. Our team will organize proactive, collaborative conversations, emphasize standards for productive and efficient meetings, foster transparent open lines of communication, and ensure follow-up and follow-through.